See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,229 | $104,907+47.0% | $84,611+82.3% | $152,861+0.9% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.4%-44.9pp |
| Annual return | 25.28% | 373.79%-348.5pp | 258.74%-233.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,603 | $3,302-51.4% | $2,652-39.6% | $4,762-66.3% |
| Participant deferral / active EE | $5,442 | $4,688+16.1% | $3,899+39.6% | $5,850-7.0% |
| Admin fee / account holder | $1,434 | $6,241-77.0% | $4,912-70.8% | $11,596-87.6% |